Bookkeeping for Purpose-Driven Service Entrepreneurs
Your books, handled.
Your focus, protected.
I give purpose-driven entrepreneurs clean books, connected systems, and the financial clarity to make confident decisions — so they can stop stressing about their numbers and focus on the work they love.
Who I work with
Built for people-focused people.
I specialize exclusively in service businesses — because your financials look nothing like a retailer's or a contractor's, and you deserve a bookkeeper who actually knows that.
Consultants & coaches
You're billing for your expertise, managing contractors, and growing recurring revenue. Your books should reflect that complexity — clearly.
Wellness practitioners
Memberships, appointments, privacy-adjacent workflows — I setup financial systems that mirror your client-first approach, not fight against it.
Creatives & boutique agencies
Project-based billing, team profitability, CRM-to-QBO sync — you need to see exactly which packages make money. I'll show you.
Services
A complete back-office partnership.
Every engagement is built around your business model — not a generic template. From clean monthly books to full workflow setup, here's what's in my toolkit.
Monthly bookkeeping
Accurate categorization, reconciliation, and financial reporting delivered every month.
QBO & CRM workflow sync
Dubsado, QBO, and your payment processor mapped together for seamless financial visibility.
Receipt & audit-proofing
Dext bookkeeping software keeps your documentation airtight and your books clean for tax time.
Payroll & 1099 tracking
Gusto-powered payroll and contractor tracking so tax season holds no surprises.
Monthly clarity walkthroughs
A Loom video or live Zoom each month so your reports always make sense to you and empower each financial decision.
Budget vs. actual reporting
Know exactly where you stand against your goals — every single month.
About
More than a bookkeeper — a partner who's been in your shoes.
Before I ever opened a spreadsheet professionally, I spent 15+ years as a marketer, a web designer, and a wellness practitioner. I've been the CEO, the creative, and the accountant all at once — and I know exactly how that feels.
That's why I don't just see numbers on a page. I see your workflow, your tech stack, and the gap between your creative tools and your financial health. My goal is to help you stop seeing your books as a necessary evil and start using them as the powerful, empowering tool they're meant to be.
When I'm not in your books, you'll find me with my family and friends, in the woods, or crafting at home — because I built this practice around flexibility, for both of us.
"I built this business to prioritize the things that keep me human. I want to help you do the same."
un·fold·ed /ˌənˈfōldəd/ adj.
Opened out; no longer hidden or obscured. Revealed gradually and with intention — as a story, a plan, or a life's work coming into view. (of a business) Operating with full financial visibility; free to grow without the weight of uncertainty holding it back.
How it Works
From first call to full clarity.
01Discovery Call
We hop on a Zoom call to talk about where your business is now and how you want your business to grow, and I help guide to your next best step.
02Systems Review
We evaluate your CRM, payment processor, and QBO together — and I tell you exactly what's working and what's not.
03Systems setup
I configure your chart of accounts, bank feeds, and workflow integrations so your systems actually talk to each other.
04Monthly rhythm
Clean books every month, delivered with a video or Zoom walkthrough so you always know what your numbers mean.
Ongoing partnership
As you grow, I grow with you — bringing insights from across industries to sharpen your strategy.
Ready to unfold your finances?
Book your Discovery Call today and feel one step closer to financial clarity and confident decisions in your purpose-driven business.
